Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) Position Raised by ShankerValleau Wealth Advisors Inc.

ShankerValleau Wealth Advisors Inc. grew its position in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 1.3% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 193,869 shares of the company’s stock after purchasing an additional 2,445 shares during the quarter. Dimensional U.S. Targeted Value ETF makes up about 3.7% of ShankerValleau Wealth Advisors Inc.’s portfolio, making the stock its 8th biggest holding. ShankerValleau Wealth Advisors Inc. owned 0.10% of Dimensional U.S. Targeted Value ETF worth $10,785,000 at the end of the most recent reporting period.

Several other large investors have also recently made changes to their positions in the company. Thurston Springer Miller Herd & Titak Inc. purchased a new position in Dimensional U.S. Targeted Value ETF in the second quarter valued at $28,000. Bbjs Financial Advisors LLC acquired a new stake in shares of Dimensional U.S. Targeted Value ETF during the 2nd quarter valued at about $30,000. WealthShield Partners LLC increased its stake in shares of Dimensional U.S. Targeted Value ETF by 134.2% in the 2nd quarter. WealthShield Partners LLC now owns 712 shares of the company’s stock valued at $37,000 after purchasing an additional 408 shares in the last quarter. Innealta Capital LLC acquired a new position in Dimensional U.S. Targeted Value ETF in the 2nd quarter worth about $46,000. Finally, EdgeRock Capital LLC purchased a new position in Dimensional U.S. Targeted Value ETF during the second quarter worth approximately $109,000.

Dimensional U.S. Targeted Value ETF Price Performance

Dimensional U.S. Targeted Value ETF stock opened at $54.66 on Wednesday. The stock has a market capitalization of $10.12 billion, a PE ratio of 9.99 and a beta of 1.12. The business has a 50 day simple moving average of $54.19 and a 200-day simple moving average of $53.34. Dimensional U.S. Targeted Value ETF has a 12 month low of $42.53 and a 12 month high of $58.09.

About Dimensional U.S. Targeted Value ETF

The Dimensional U.S. Targeted Value ETF (DFAT) is an exchange-traded fund that mostly invests in extended market equity. The fund is an active, tax-managed fund that seeks to provide long-term capital appreciation from a portfolio of US mid- and small-cap value stocks. DFAT was launched on Dec 11, 1998 and is managed by Dimensional.